In an onboarding session, introductions to new stakeholders were made, new KPIs were collated, and desired use cases were discussed. Which step does the Customer Success Manager take next?
A.
Document the session, stakeholder interests, and metrics for leadership
B.
Create a success plan to be reviewed with the customer at the next review meeting
C.
Provide technical configuration for development
D.
Discuss new opportunities and new products to purchase
After an onboarding session, the next step for a Customer Success Manager is to document the session, including stakeholder interests and metrics, for leadership. This ensures that there is a record of what was discussed and agreed upon, which can be referenced in future interactions and strategy planning.
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